Marsh · 1 day ago
Senior Client Advisor- Financial and Professional (FINPRO) Practice
Houston, TX
Full-time
Hybrid
Senior Level
5+ years expMarsh is the world’s top insurance broker and risk advisor, seeking a talented individual to join their FINPRO team as a Client Advisor. The role involves managing complex accounts, providing risk management advice, and developing innovative solutions for clients' needs.
ConsultingInsuranceRisk Management
Responsibilities
Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy
Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients
Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions
Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives across all zones where product, industry or account criteria dictate
Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects
Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met
Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients
Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships
Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions
Qualification
Required
5+ years industry experience
Management Liability experience a must
P&C license a must, or ability to obtain
Preferred
Bachelors' degree preferred
Experience working with Management Liability coverages (Directors' and Officers' Liability, Fiduciary Liability, Employment Practices/Wage and Hour Liability, Crime, and Special Crime)
Ability to build strong relationships and build rapport with internal colleagues, clients and carriers
Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm
Being able to be part of a collaborative team and feel that you can make an immediate impact
Having an interest in how you fit in with achieving the practice's goals and an interest in how to meet those goals
Benefits
Exceptional benefits, great time off and additional perks that come with working at Marsh.
Company
Marsh
Marsh provides insurance brokering and risk management services for enterprises.
10001+ employees
H1B Sponsorship
Marsh has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (30)
2023 (39)
2022 (70)
2021 (34)
2020 (38)
Funding
Current Stage
Late StageTotal Funding
$0.21M2022-07-01Series Unknown· $0.21M
Leadership Team
L
Levee Brooks
Chief Operating Officer, North America
David Liston
US and Canada Chief Commercial Officer
Recent News
Insurance News in the United States
2025-12-13
2025-12-06
Company data provided by crunchbase